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VanEck Morningstar Wide Moat ETF

351 hedge funds and large institutions have $2.91B invested in VanEck Morningstar Wide Moat ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 152 increasing their positions, 108 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

41% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 108

2% more funds holding

Funds holding: 343351 (+8)

1.67% more ownership

Funds ownership: 50.53%52.2% (+1.7%)

3% less capital invested

Capital invested by funds: $3B → $2.91B (-$91.2M)

2% less funds holding in top 10

Funds holding in top 10: 4443 (-1)

Holders
351
Holders Change
+8
Holders Change %
+2.33%
% of All Funds
6.05%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.74%
New
34
Increased
152
Reduced
108
Closed
24
Calls
$243K
Puts
Net Calls
+$243K
Net Calls Change
-$530K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
201
Two Sigma Advisers
New York
$882K -$807K -12,000 -45%
PG
202
Patten Group
Tennessee
$874K +$3.56K +53 +0.4%
FCT
203
First Community Trust
Iowa
$824K -$134K -2,000 -13%
AIM
204
Anchor Investment Management
South Carolina
$818K +$3.36K +50 +0.4%
CPO
205
Cerity Partners OCIO
New York
$805K +$902K +13,417 New
DWM
206
Defined Wealth Management
Oregon
$794K +$1.41K +21 +0.2%
CMI
207
Clare Market Investments
Texas
$789K +$271K +4,025 +44%
VDBMI
208
Van Den Berg Management I
Texas
$788K -$64K -952 -7%
LPT
209
Legacy Private Trust
Wisconsin
$787K +$101K +1,497 +13%
JWCA
210
J.W. Cole Advisors
Florida
$782K
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$765K +$29.2K +434 +4%
WTC
212
WhitTier Trust Company
Nevada
$738K
YIA
213
YHB Investment Advisors
Connecticut
$732K +$309K +4,594 +60%
GWSG
214
GPS Wealth Strategies Group
Colorado
$729K +$65.6K +975 +9%
LWM
215
Lionsbridge Wealth Management
Florida
$718K -$1.55M -23,077 -66%
NFSG
216
Newbridge Financial Services Group
Florida
$706K
AIP
217
Almanack Investment Partners
Pennsylvania
$686K -$480K -7,134 -38%
CRWM
218
Castle Rock Wealth Management
California
$677K -$6.59K -98 -0.9%
CIAS
219
Capital Investment Advisory Services
North Carolina
$677K +$354K +5,258 +87%
SL
220
SWMG LLC
Texas
$660K +$740K +10,998 New
GC
221
Gilbert & Cook
Iowa
$649K +$4.1K +61 +0.6%
FH
222
FWG Holdings
Florida
$648K +$726K +10,802 New
FFN
223
Focus Financial Network
Minnesota
$628K
WS
224
Wedbush Securities
California
$595K +$605 +9 +0.1%
KWM
225
Kaydan Wealth Management
Michigan
$595K

MOAT Hedge Fund Activity: Q3 2022 in Review

351 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2022, worth a combined $2.91B — down 3% from $3B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MOAT positions and 24 closed out — a net gain of 10 holders — while 152 added to existing stakes and 108 trimmed.

The largest buyer was Prudential plc, adding an estimated $35M. The largest seller was Alaska Permanent Capital Management, cutting an estimated $23.9M.

  • 351 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2022, up from 343 in Q2 2022.
  • Funds reported $2.91B of VanEck Morningstar Wide Moat ETF stock for Q3 2022, down 3% quarter-over-quarter.
  • 34 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2022 and 24 closed out, a net change of +10 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2022 was Prudential plc, an estimated $35M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2022 was Alaska Permanent Capital Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q3 2022.